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Type	Result	AUM ($B)

Form 13F Holdings
Firm	Period	DFND	Voting	Shares
Bleichroeder LP	[2025-06-30]	SOLE	6,819,164	6,819,164
GC Wealth Management RIA LLC	[2025-06-30]	SOLE	3,331,644	3,331,644
Vanguard Group Inc	[2025-06-30]	SOLE	0	3,174,349
Geode Capital Management LLC	[2025-06-30]	DFND	692,173	692,173
Robertson Stephens Wealth Management LLC	[2025-06-30]	SOLE	0	478,500
BlackRock, Inc.	[2025-06-30]	SOLE	449,162	449,162
Bank of America Corp /DE/	[2025-06-30]	DFND	323,800	324,584
UBS Group AG	[2025-06-30]	DFND	255,767	292,583
Advisory Research Inc	[2025-06-30]	SOLE	257,225	257,225
Stifel Financial Corp	[2025-06-30]	DFND	196,556	196,556
State Street Corp	[2025-06-30]	DFND	189,753	189,753
Susquehanna International Group LLP	[2025-06-30]	OTR	154,243	154,243
Renaissance Technologies LLC	[2025-06-30]	SOLE	133,464	133,464
Northern Trust Corp	[2025-06-30]	DFND	132,573	132,573
Angeles Wealth Management LLC	[2025-06-30]	SOLE	0	120,000
Chicago Partners Investment Group LLC	[2025-06-30]	SOLE	34,500	88,302
Northwestern Mutual Wealth Management Co	[2025-06-30]	DFND	0	83,000
LPL Financial LLC	[2025-06-30]	SOLE	0	59,390
Sigma Planning Corp	[2025-06-30]	SOLE	0	55,500
Texas Capital Bank Wealth Management Services Inc	[2025-06-30]	SOLE	33,102	33,102
Morgan Stanley	[2025-06-30]	DFND	14,374	29,452
Navalign LLC	[2025-06-30]	SOLE	0	25,000
XTX Topco Ltd	[2025-06-30]	DFND	22,493	22,493
Virtu Financial LLC	[2025-06-30]	DFND	20,667	20,667
Newedge Advisors LLC	[2025-06-30]	SOLE	0	20,000
Cambridge Investment Research Advisors Inc	[2025-06-30]	SOLE	0	20,000
Wells Fargo & Company/MN	[2025-06-30]	DFND	0	19,577
Prevail Innovative Wealth Advisors LLC	[2025-06-30]	SOLE	0	18,987
Salzhauer Michael	[2025-06-30]	OTR	0	16,000
Goldman Sachs Group Inc	[2025-06-30]	DFND	14,376	14,376
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